James Buri is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018, and previously spent seven years at Fidelity Investments. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

John Draper Jr. is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure with Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a director of ATLAS PAC, a political action committee based in Newport Beach, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Sarah Robinson is a financial advisor with UBS Financial Services in Newport Beach, CA, holding a Series 66 designation and four years of industry experience. She previously worked at Morgan Stanley for six years and has experience in both the insurance and service industries. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services across a range of financial products.

Jing Wang is a financial advisor at Merrill holding a Series 66 designation with no prior industry experience. Their work history includes roles at Westcliff University and various self-employed and contractor positions before joining Merrill in 2026. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brian Ward is a CFP®-certified financial advisor with Charles Schwab, holding securities licenses Series 63 and Series 66. He has five years of industry experience, including roles at Charles Schwab Bank and Bank of Montreal, as well as a background at Home Depot Inc. and Northern Arizona University. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence from Schwab Center for Financial Research.

Jason Payne is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2018. He began his career at E*TRADE Financial, working as a Branch Service Representative before advancing to Financial Consultant. In his current role, Jason partners with high net worth individuals and families to develop customized financial plans that focus on investment strategy, tax-efficient investing, and retirement income planning. Jason is a CERTIFIED FINANCIAL PLANNER™ and holds a California Insurance License. His professional experience spans over several years in financial consulting, emphasizing personalized wealth management strategies. Outside of his professional commitments, Jason enjoys activities such as beach outings, fitness, and running.

Allison Derosas is a financial advisor with Wells Fargo Clearing in Newport Beach, CA, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior roles include positions at Pacific Life, Merrill Lynch, JPMorgan Chase, and Seymour Duncan. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, incorporating a wide range of investment options including insurance-related vehicles and bank deposit sweep programs.

Ashlee Ashlock is a financial advisor with Stifel and holds the Series 66 designation. She has 10 years of industry experience, including roles at Bank of America and Merrill prior to joining Stifel in 2018. Ashlock serves on the board of the Orangewood Foundation, which supports foster youth and homeless children. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Jeffrey Andrews is a financial advisor with Cambridge Investment Research Advisors in Irvine, CA, holding a Series 66 designation and 24 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012. Outside of advisory work, Andrews is involved in tax preparation through Harmon Street Tax Services Inc and also engages in paid speaking engagements. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides multiple investment platforms and proprietary model strategies, with both discretionary and non-discretionary management tailored to client objectives.

Brian Witkowski is a financial advisor with J.P. Morgan Securities in Newport Beach, CA, holding a Series 63 designation and 15 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2011. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain bank products and services, including deposit and credit products. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Jordan Timmreck is a financial advisor at Edward Jones in San Clemente, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Orion ICS, LLC and served six years in the United States Marine Corps. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Sheryl Fielder is a financial advisor with Primerica Advisors in Mission Viejo, CA, holding Series 63 and Series 65 credentials and with 21 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2005. Fielder serves on the Board of Directors for Operation Community Cares, a nonprofit organization in Cucamonga, CA. Primerica Advisors is a large firm serving primarily individual investors, as well as corporate and charitable clients, through a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers.

Robert Voorhees is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc where he has worked since 2016. He is based in Newport Beach, California. Outside of his advisory role, Voorhees is a board member of Cantara, a company specializing in audio-video and smart home technology. Stifel serves a wide range of clients, including individuals and institutional investors, offering both brokerage and investment advisory services. The firm employs a proprietary investment analysis methodology developed by its Investment Strategy Group, providing asset allocation and planning services that support client decision-making.

Nicholas McCutcheon is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with high net worth individuals and institutions across the country who have complex wealth management needs and distinctive priorities. Nicholas advises clients across their financial landscape, including banking, strategic lending, and wealth management, providing guidance to entrepreneurs, business owners, executives, retirees, and foundations. Nicholas began his career in 2015 in the lending industry, gaining experience in residential and commercial lending. He served as Vice President and Private Client Advisor at Bank of America Private Bank starting in 2018 and joined Morgan Stanley as a Financial Advisor and Vice President in 2020. In 2022, he returned to Merrill Lynch, continuing his career in wealth management. Nicholas holds a Bachelor's degree from the Haas School of Business at the University of California, Berkeley, and is a Personal Investment Advisor (PIA). His involvement includes membership in the Cal Alumni Association and Friends of California Crew. Outside of his professional work, Nicholas supports the Orange County Food Bank. He values family time spent with his wife, Adriana, a Physician Assistant specializing in cardiology, and their three children, Madison, Daniel, and Thomas.

Taylor Payton is a financial advisor with Edward Jones in San Juan Capistrano, CA, holding Series 63 and Series 66 licenses and with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Cross Country Mortgage, Fidelity Brokerage Services LLC, Keller Williams, FedEx Corporation, and Summit Funding. Outside of his advisory work, he owns rental real estate managed by a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Tatum Campbell is a financial advisor at Fidelity with six years of industry experience. Prior to joining Fidelity, Campbell worked at The Vanguard Group and spent time in real estate with eXp Realty. Outside of finance, Campbell is an independent contractor managing brand promotion for a dog influencer. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and systematic portfolio construction. The firm is noted for its use of algorithmic methods and advisory roles in multiple registered investment companies.

Roger Cregg is a financial advisor with Morgan Stanley in Laguna Niguel, CA, holding Series 63, 65, and 66 designations and having 22 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he operates a personal life coaching business and manages a fine art photography venture. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Robert Macnider is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked with Mass Mutual Investors Services since 2021 and previously spent six years at Woodbury Financial Services, Inc. Macnider is also active as an insurance agent specializing in fixed life, fixed annuity, health, long-term care, and medical benefits insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing firm-approved tools and collaborative annual planning relationships.

Kevin Curry is a financial advisor at Merrill with over 21 years at the firm and 10 years of industry experience. He holds a Series 66 designation. Outside of his advisory role, he is an owner of a family business unrelated to his investment work. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Andrew Marinos is a financial advisor with Charles Schwab in Mission Viejo, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2007. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from its Schwab Center for Financial Research.